Teach it once. Keep improving the system as you sell.
Ziggy is set up like a new hire: you teach it your business, connect it to your workspace and give it the accounts you want to win. From there it keeps the work around the sale moving under rules you control.
- 01Teach Ziggy
Load your sales brain.
Set your ideal customer profile, offers, proof, stories, objections, voice and rules. Add documents or approved web knowledge where useful.
- 02Connect your workspace
Use the inbox your business already owns.
Connect Google Workspace or Microsoft 365 for email and calendar workflows.
- 03Import prospects
Give Ziggy the accounts you want to win.
Upload a CSV. Ziggy stages, maps, normalises and checks prospect data before it enters the workspace.
- 04Let Ziggy prioritise
Turn a list into next actions.
Score prospects, apply your ideal-customer rules, match the right sales angle and keep the next best action visible.
- 05Work the conversation
Draft, approve and follow through.
Use Brain-grounded outreach, connected inbox activity, follow-up logic and governed action execution.
- 06Watch for “why now”
Let account changes influence priority.
Ziggy monitors target companies for relevant developments and can trigger a fresh sales decision when a trusted event matters enough.
Ziggy doesn't just write emails. It helps run the work around the sale.
Build the Ziggy Brain
Give Ziggy the context your best salesperson carries around in their head: your company positioning, ideal customers, offers, proof, stories, objections, voice and rules. Add PDFs, Word documents, text, Markdown and approved website content so Ziggy can retrieve the right business knowledge when it works.
Prioritise the pipeline
Import your target accounts and contacts. Ziggy scores prospects, checks them against your ideal customer profile and surfaces the reason, recommended angle and next action — so the team starts with the accounts that deserve attention.
Draft from your truth
Ziggy uses approved Brain knowledge to draft outreach in your voice, using the right offer, angle, proof and story for the prospect instead of inventing generic sales claims. When authorised, email can leave through your connected Gmail or Outlook account.
Stay on top of replies and follow-up
Connected inboxes feed sales activity back into Ziggy. Replies can be classified, opt-outs suppressed, follow-up timing tracked and the next sales action surfaced instead of leaving every conversation buried in an inbox.
Watch the accounts that matter
Ziggy monitors companies already in your CRM for source-backed developments — such as tenders, supplier opportunities, contract wins, expansion, procurement changes and other signals relevant to your business. Each event is scored for relevance and confidence before it can influence the sales workflow.
Put rules around the agent
Consequential sales actions sit behind deterministic eligibility, approval and execution gates. Ziggy includes suppression, daily limits, roles, audit history and outbound pause controls so autonomy is governed rather than assumed.